See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,150 | $49,922-23.6% | $80,569-52.6% | $75,163-49.2% |
| Participation rate | 27.7% | 55.3%-27.6pp | 67.0%-39.3pp | 67.2%-39.5pp |
| Annual return | 26.14% | 34.69%-8.5pp | 935.43%-909.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,033 | $1,698-39.2% | $2,723-62.1% | $2,670-61.3% |
| Participant deferral / active EE | $2,945 | $2,990-1.5% | $4,447-33.8% | $4,125-28.6% |
| Admin fee / account holder | $239 | $3,577-93.3% | $5,377-95.6% | $5,651-95.8% |